Jim Cramer issued one of his sharpest warnings of the year on Mad Money last night, and it lands at a moment when leveraged AI positions are sitting in a minefield few…
Mark Cuban sold Broadcast.com at the peak of the dot-com boom, so when he warns that billions in AI infrastructure spending could end up repurposed for pickleball, investors who remember 1999 might…
Danielle Liverance Super Micro Computer is growing revenue triple digits while its stock sits 54% below where it was a year ago, and the reason behind that disconnect points directly to whether shares can…
Vandita Jadeja Super Micro Computer just dropped a preliminary earnings update that sent its stock surging more than 20%, and the numbers behind that move suggest something fundamental may have shifted in the company's…
Super Micro Computer just posted preliminary numbers that sent margin bears scrambling for cover, and the ripple is already moving through the AI server sector in ways that could reset expectations across…
Shares of Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction), Dell Technologies (NYSE:DELL), and Hewlett Packard Enterprise (NYSE:HPE) are all rallying Tuesday midday as AI hardware names ride a broad market rebound.…
Dell and Supermicro both rode the AI server wave this quarter, but one company came out looking like a disciplined giant while the other fumbled a story that should have been a…
AI hardware stocks are getting hit hard today, but the selloff may say more about crowded positioning than any crack in the underlying trade. Here is what is driving the moves in…
Dell's year-to-date chart looks like a launch ramp, and if you missed the trade, your instinct is probably to find the next single winner. There is a quieter argument worth hearing first.
Every investor who skipped Nvidia this year assumes they left money on the table, but one overlooked semiconductor fund quietly tells a very different story about who actually won the AI trade.
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) shares are trading at $28.82 in Thursday’s midday session, extending a brutal stretch that has wiped out roughly a third of the stock’s value…
Shares of Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) are changing hands at $26 and change midday on Tuesday, capping a punishing stretch that has left the stock down 36% over…
The iShares Semiconductor ETF (NASDAQ:SOXX) has ridden the AI chip boom to a 93.3% year-to-date gain through July 6, 2026, nearly doubling investor capital in roughly six months. Over the trailing year,…
Dell Technologies (NYSE:DELL | DELL Price Prediction) stock is up 6% in midday trading Monday, running to about $419 after a broad bid returned to AI infrastructure names to open the week.…
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) is dominating AI infrastructure headlines again this week, pitched as the cheap hardware proxy for the next leg of the datacenter buildout. The underlying…
